icapital.biz share holdings
Posted on July 30th, 2009 in All, Investment
This week’s The Edge carries an article on what icapital.biz, which is a close-end fund, is currently having in its portfolio of shares. The shares are listed as below:
- Integrax
- Parkson Holdings
- Astro
- Padini Holdings
- PIE
- Boustead
- Poh Kong Holdings
- Suria Capital
- Tong Herr Resources
- Petronas Dagangan
- F&N Holdings
- Telekom
- Kuala Lumpur Kepong
- Swee Joo
- Mieco Chipboard
- Lion Diversified
- Hai-O Enterprise
In terms of market value (as of June 10, 2009), the shares are as follows:
- Parkson Holdings
- Astro
- Kuala Lumpur Kepong
- F&N Holdings
- Petronas Dagangan
- PIE
- Boustead
- Padini Holdings
- Integrax
- Telekom
- Tong Herr Resources
- Suria Capital
- Hai-O Enterprise
- Swee Joo
- Poh Kong Holdings
- Lion Diversified
- Mieco Chipboard
It was commented that the portfolio is largely consumer stocks and I think that it because no matter the economy, these stocks are generally more stable. There are no banking, O&G as well as construction counters on it which are typically very sentiment and speculative driven.
Hmm, seeing that this how a reputable fund manager is playing his game, do you think it is wise to follow his portfolio and buy accordingly?
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Tags: Equities, Investment
